Scribd
Upload
22 views2 pages

Salesforce Organization and Tools Notes

A Salesforce Organization (Org) is a unique instance that stores data, applications, and configurations for CRM management, featuring different editions and a secure multi-tenant architecture. Salesforce provides various tools for administration, development, automation, integration, analytics, and mobile access, which help users manage and optimize their CRM systems. Mastery of these tools is essential for Salesforce Admins and Developers to enhance user experience and drive business success.

Uploaded by

Raj Verma
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
22 views2 pages

Salesforce Organization and Tools Notes

A Salesforce Organization (Org) is a unique instance that stores data, applications, and configurations for CRM management, featuring different editions and a secure multi-tenant architecture. Salesforce provides various tools for administration, development, automation, integration, analytics, and mobile access, which help users manage and optimize their CRM systems. Mastery of these tools is essential for Salesforce Admins and Developers to enhance user experience and drive business success.

Uploaded by

Raj Verma
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

Salesforce Organization & Salesforce

Tools
1. Salesforce Organization

A Salesforce Organization (or Org) refers to a specific instance of Salesforce that holds all
your data, applications, configurations, and user information. It is a secure and independent
database that helps organizations manage their CRM needs.

🔹 Key Concepts:
- **Org ID**: A unique identifier for every Salesforce organization.
- **Edition Types**: Salesforce offers different editions such as Essentials, Professional,
Enterprise, and Unlimited. Each has different features and limitations.
- **Multi-tenancy**: A single instance of the Salesforce application serves multiple
customers (tenants), with each tenant's data isolated and secure.
- **Metadata-driven architecture**: Customizations are stored as metadata, allowing
scalability and flexibility.
- **Environment Types**:
- Production: Live data and actual users.
- Sandbox: Used for development, testing, and training (Full, Partial, Developer Sandboxes).
- Developer Edition: Free personal development environment.

2. Salesforce Tools

Salesforce provides a variety of tools to manage, configure, develop, and analyze your CRM
system.

🔹 Admin Tools:
- **Setup Menu**: Access to user management, object settings, automation, security settings,
etc.
- **Object Manager**: Manage standard and custom objects and their fields.
- **Profiles and Permission Sets**: Control access and permissions for users.
- **Page Layouts and Record Types**: Customize UI and data entry experience.

🔹 Development Tools:
- **Developer Console**: A browser-based tool for writing and testing code.
- **Visual Studio Code with Salesforce Extensions**: Popular IDE for development.
- **Salesforce CLI**: Command-line tool for automation, deployment, and scripting.
🔹 Automation Tools:
- **Process Builder**: Automate business processes via point-and-click.
- **Flow Builder**: More powerful automation and user interactions (screen flows, auto-
launched flows).
- **Workflow Rules**: Legacy automation tool (being replaced by Flow).
- **Approval Processes**: Automate multi-step approval mechanisms.

🔹 Integration & API Tools:


- **REST API, SOAP API**: Enable external systems to interact with Salesforce.
- **Apex**: Salesforce’s proprietary programming language for custom logic.
- **Lightning Web Components (LWC)**: Modern JavaScript-based UI components.

🔹 Analytics Tools:
- **Reports and Dashboards**: Visual representation and filtering of data.
- **Einstein Analytics (Tableau CRM)**: Advanced analytics and AI-based insights.

🔹 Mobile & App Tools:


- **Salesforce Mobile App**: Access CRM data on the go.
- **AppExchange**: Marketplace for pre-built apps and components.

Understanding and mastering these tools allows Salesforce Admins and Developers to
efficiently manage orgs, improve user experience, and ensure business success.

You might also like